Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
High sustained tariffs will have a damaging effect to prices that will negatively impact many producers.
Currently, the energy product imported into the United States from our Canadian operations are exempt under the USMCA, limiting the direct impact of tariffs on our business.
We are positively in a relative to our pairs well positioned with over 90% of our revenues coming from finished goods manufactured in the U.S. And less than 5% direct reliance on China.
We expect tariffs to have about a 2% impact as we move forward, and we will incorporate any changes into our capital allocation and prioritization process.
We understand that one of the main risks in today's environment is a global economic slowdown due to the current tariff situation, which could impact uncoated freesheet demand.
The uncertainty around these actions, along with retaliatory tariffs imposed by other countries, have introduced increased volatility in global trade policies and supply chains.
we're in a little bit of a wait and see with the impact of tariffs.
Pembina does not expect any material impact to its guidance from tariffs on U.S. energy imports.
The tariff situation remains dynamic. Should the tariffs be widespread and more durable, there could be secondary and tertiary impacts on the portfolio.
Changing tariffs and trade policies are causing currency variability, impacting supply chains and tightening enterprise and government budgets.